DAVE,
Thank you for trying to help resolve my problem. I think I may have gotten the information corrected, because it does now show a Federal and State refund. However, I'm still not sure if it's 100% correct. Where in all the supporting documents of my tax return could I check to see if my retirement (1099-R annuity) is listed as be excluded from the taxes I owe for the state of NC. (due to the Bailey Settlement)?? Thank you.
